+1,384.5%
BMY vs SBUX
+43,306.7%
-41,922.2%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.7% |
| 7D | +0.4% | -3.1% | +3.5% | +0.9% |
| 30D | +5.0% | -0.9% | +5.9% | +5.1% |
| 3M | +19.4% | +11.6% | +7.8% | +17.3% |
| 6M | +9.5% | +8.8% | +0.7% | +7.8% |
| YTD | +28.1% | +26.3% | +1.8% | +23.0% |
| 1Y | +50.0% | +23.1% | +26.9% | +44.3% |
| 3Y | +24.1% | +15.0% | +9.1% | +18.9% |
| 5Y | +25.0% | +0.4% | +24.6% | +20.7% |
| 10Y | +68.7% | +130.7% | -62.0% | +40.7% |
| All | +1,384.5% | +43,306.7% | -41,922.2% | +654.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SBUX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling